See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,849 | $48,076-19.2% | $78,689-50.6% | $62,891-38.2% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.3pp | 69.3%+28.5pp |
| Annual return | 0.77% | 31.35%-30.6pp | 62.18%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,977 | $2,015-1.9% | $2,851-30.6% | $2,281-13.3% |
| Participant deferral / active EE | $1,525 | $2,588-41.1% | $3,517-56.6% | $3,203-52.4% |
| Admin fee / account holder | $1,586 | $3,207-50.5% | $4,510-64.8% | $4,296-63.1% |